QuickBooks 1099 Wizard
If you have paid contractors in the past year and use QuickBooks 2012 or higher, the 1099 Wizard will help you in filing your 1099-MISC forms easier and less time-consuming.
You will be able to prepare, review, and file all the required copies of your 1099-MISC forms as well as your form 1096 for the IRS in a few simple steps.
To access the 1099 Wizard, click Vendors > Print/E-file 1099s > 1099 Wizard.
Select 1099 vendors
IMPORTANT! Changing the selections here also changes the vendors' 1099 status in your company file.
If you see a message in red that your settings do not match the current IRS thresholds:
- Click on the hyperlink to Show IRS 1099-MISC filing thresholds.
- Click on Reset to IRS Thresholds button.
Click View Included Payments and then View Excluded Payments to review the QuickBooks report of which amounts are included and excluded. For more information, see Marking payments for exclusion from Form 1099-MISC. Click Continue to proceed.
With the print option, you can easily print your 1099s and 1096 on pre-printed forms and file by mail. If you need pre-printed forms, you can purchase them directly from Intuit. NOTE: The IRS does not accept forms on plain paper. Also, QuickBooks only prints the vendor data and not the actual form.
Another option is e-file. The Intuit 1099 e-file service allows you to file electronically with the IRS and print form copies on plain paper, if desired (additional fees apply). Learn more about the Intuit 1099 e-file service.